Presented in partnership with the WSBA Real Property, Probate and Trust Section
Join Probate and Trust colleagues online and end the year strong. In this CLE, you’ll gain practical and real-life solutions and strategies from fellow practitioners that you can incorporate into your practice...
Presented in partnership with the WSBA Real Property, Probate and Trust Section
Join Probate and Trust colleagues online and end the year strong. In this CLE, you’ll gain practical and real-life solutions and strategies from fellow practitioners that you can incorporate into your practice immediately. Hear tips and best practices for the unexpected as well as typical complications in estate planning, probate, and trust administration.
CO-CHAIRS
Shreya Ley – Layroots, LLC, Seattle, WA
Chadwick Proctor – BNY Wealth Management, Seattle, WA
FACULTY
Jere Doyle – BNY Wealth Management, Boston, MA
Paul Firuz – Firuz and Jeffrey PLLC, Seattle, WA
Colin Ley – Lay Roots Law LLC, Seattle, WA
Sandra Schilling – Washington State Bar Association, Seattle, WA
Alison Warden – Stokes Lawrence, P.S., Seattle, WA
SCHEDULE
8:40 a.m. Webcast Login Opens
8:55 a.m. Webcast Begins
11:45 a.m. - 12:45 p.m. Lunch
4:00 p.m. Adjourn
SEMINAR AGENDA
For accessibility or accommodation requests, or other questions, please email
cle@wsba.org or call 206-443-9722 (toll free: 800-945-9722).
Seminar Registration Transfers, Refunds and Cancellations: In most circumstances, if you cannot attend the live event, we can
transfer your registration to the on-demand product, once available (8-10 weeks from the program delivery date). Generally, for
webcast/webinar registrations, tuition fees may be refunded, less $25 for processing, for written cancellations postmarked, emailed, or faxed up
to the start of the event. For in-person registrations, tuition fees may be refunded, less $25 for processing, for written cancellations
postmarked, emailed, or faxed by 5 p.m. up to three business days before the event. No refunds will be provided after the dates specified. You
may also send a substitute in lieu of canceling.
When applicable, specific exceptions to these policies will be noted on individual event
registration pages. Please email
cle@wsba.org with any requests or questions.